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Larry Owen Bumgardner

GARDNER ADVISORS INC.·MINNEAPOLIS, Minnesota
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8421 WAYZATA BLVD., MINNEAPOLIS, MN 55426CRD# 35082Firm CRD# 112399
01

About

Larry Owen Bumgardner is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with GARDNER ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OAKWOOD CAPITAL, INC.
OAKWOOD CAPITAL, INC.
AUM
$221M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at OAKWOOD CAPITAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 35082
Firm CRD# 112399
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Larry Owen Bumgardner offer?
Larry Owen Bumgardner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Larry Owen Bumgardner's credentials?
Larry Owen Bumgardner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Larry Owen Bumgardner located?
Larry Owen Bumgardner is based in MINNEAPOLIS, Minnesota, working with GARDNER ADVISORS INC.. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Larry Owen Bumgardner charge for services?
Larry Owen Bumgardner's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GARDNER ADVISORS INC.?
GARDNER ADVISORS INC. has approximately 20 employees and manages $221M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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